Skip to content
Disclosery

Clearwater Capital Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearwater Capital Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Clearwater Capital Advisors, LLC held 125,444 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,444 shares
    Change vs previous 13F +104,340 shares

    0.79% of the 13F portfolio, value $10,805,747.

    13F-HR 0001690531-26-000004 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,104 shares
    Change vs previous 13F -6 shares

    0.74% of the 13F portfolio, value $9,218,017.

    13F-HR 0001690531-26-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,110 shares
    Change vs previous 13F -212 shares

    0.86% of the 13F portfolio, value $10,298,725.

    13F-HR 0001690531-26-000002 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,322 shares
    Change vs previous 13F -162 shares

    0.87% of the 13F portfolio, value $10,226,245.

    13F-HR 0001690531-25-000007 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,484 shares
    Change vs previous 13F -76 shares

    0.86% of the 13F portfolio, value $9,418,586.

    13F-HR 0001690531-25-000005 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,560 shares
    Change vs previous 13F -26 shares

    0.77% of the 13F portfolio, value $7,994,880.

    13F-HR 0001690531-25-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,586 shares
    Change vs previous 13F -691 shares

    0.87% of the 13F portfolio, value $8,859,758.

    13F-HR 0001690531-25-000001 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,277 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,552,809.

    13F-HR 0001690531-24-000006 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).